RIAs & Financial Advisors
$25B Evoke Advisors Buys Crescent Bay Advisors
Evoke Advisors, a $25.3 billion registered investment advisory firm, has acquired multifamily offic...Read more
Focus Financial’s The Colony Group Adds $6.6B Connecticut RIA
Focus Financial Partners announced the merger of its partner firms West Hartford, CT-based GYL Fina...Read more
Aspen Standard Wealth Buys $2.8B Bay Area RIA
Aspen Standard Wealth, a holding company that acquires registered investment advisory firms, has ma...Read more
Sequoia Financial Buys $300M South Carolina RIA
Sequoia Financial Group, LLC, an Akron, OH-based wealth manager with $21.5 billion in assets under ...Read more
Rising Expenses Eating into RIA Asset Growth: Fidelity
Most registered advisory firms have experienced a rise in assets under management since an industry...Read more
B. Riley to Unload Part of Wealth Unit to Stifel
B. Riley Financial, Inc has agreed to sell a portion of its traditional (W-2) Wealth Management bus...Read more
Naviter Repurchases Minority Stake from WAGN
Naviter Wealth, a $1.3 billion independent registered investment advisory firm, has bought back the...Read more
Lido Advisors Buys $600M Rocky Mountain RIA
Lido Advisors, LLC has acquired Platte River Wealth Advisors, a Louisville, CO-based registered inv...Read more
Private Advisor Group Introduces All-In-One Platform for Affiliates
Private Advisor Group has introduced Greenhouse, a community forum and resource hub available to Pr...Read more